Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Edison (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Edison, New Jersey. The role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients. Applicants should possess strong financial market understanding and proven client relationship management skills.

The ideal candidate has at least 2 years of experience in financial advising, a valid Series 7 license, and a commitment to excellence in providing client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Client acquisition

Financial market understanding

Relationship management

Digital innovation

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Edison, New Jersey. The role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients. Applicants should possess strong financial market understanding and proven client relationship management skills.

The ideal candidate has at least 2 years of experience in financial advising, a valid Series 7 license, and a commitment to excellence in providing client service.